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Portfolio (Quarterly) Guide ↗

Geneos Wealth Management Inc.

· CIK 0001764754
13F Portfolio $4.3B AUM 2,465 positions Filed May 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 116 New 652 Added 609 Reduced 110 Exited
Page 4 of 33  ·  652 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 TPLC TIMOTHY PLAN 191,301.0 $8.9M 0.21% +7K +3.8% $46.44 +4.1%
62 DINT DAVIS FUNDAMENTAL ETF TR 325,677.0 $8.8M 0.20% +32K +10.8% $26.92 +8.2%
63 RWL INVESCO EXCH TRADED FD TR II 74,798.0 $8.6M 0.20% +4K +5.2% $114.91 +9.0%
64 AESR TWO RDS SHARED TR 513,540.0 $8.6M 0.20% +9K +1.7% $16.73 +17.5%
65 VXUS VANGUARD STAR FDS 111,367.0 $8.6M 0.20% +92K +478.0% $77.11 +9.7%
66 IEMG ISHARES INC 117,812.0 $8.2M 0.19% +36K +44.9% $69.75 +15.5%
67 FORTINET INC 97,187.0 $7.9M 0.18% +4K +3.8% $81.72
68 SYK STRYKER CORPORATION Healthcare 23,958.0 $7.9M 0.18% +2K +7.3% $328.59 -2.2%
69 URI UNITED RENTALS INC Industrials 10,782.0 $7.9M 0.18% +950.0 +9.7% $728.53 +28.5%
70 VZ VERIZON COMMUNICATIONS INC Communication Services 153,514.0 $7.7M 0.18% +14K +10.1% $50.20 -4.7%
71 BKMC BNY MELLON ETF TRUST 69,515.0 $7.7M 0.18% +1K +1.9% $110.31 +6.5%
72 BTU PEABODY ENERGY CORP Energy 223,945.0 $7.4M 0.17% +20K +9.6% $32.95 -25.9%
73 BKR BAKER HUGHES COMPANY Energy 119,724.0 $7.3M 0.17% +13K +12.2% $61.05 +7.8%
74 SPAB SPDR SER TR 283,521.0 $7.3M 0.17% +60K +26.6% $25.62 -1.1%
75 XLE SELECT SECTOR SPDR TR 116,671.0 $7.1M 0.17% +10K +9.2% $61.26 -3.5%
76 JEPQ J P MORGAN EXCHANGE TRADED F 128,343.0 $7.1M 0.17% +22K +21.2% $55.52 +8.3%
77 LLY ELI LILLY CO Healthcare 7,676.0 $7.1M 0.16% +353.0 +4.8% $919.80 +13.2%
78 DUK DUKE ENERGY CORP NEW Utilities 52,884.0 $6.9M 0.16% +2K +4.4% $130.94 -4.8%
79 VFMF VANGUARD WELLINGTON FD 43,757.0 $6.8M 0.16% +1K +2.6% $155.08 +9.0%
80 DGRO ISHARES TR 94,450.0 $6.6M 0.15% +919.0 +1.0% $70.18 +5.7%
Page 4 of 33  ·  652 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 25.9%
Technology 19.2%
Industrials 11.7%
Healthcare 9.2%
Energy 9.2%
Communication Services 5.9%
Consumer Cyclical 5.9%
Consumer Defensive 4.7%
Utilities 3.5%
Real Estate 3.1%